Filed August 30, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $19,127 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,760 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,830 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,929 | $46,173-54.7% | $170,442-87.7% | $69,631-69.9% |
| Participation rate | 94.3% | 63.9%+30.4pp | 83.6%+10.7pp | 70.7%+23.6pp |
| Annual return | 13.49% | 21.62%-8.1pp | 205.93%-192.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $590 | $1,610-63.3% | $5,433-89.1% | $2,032-71.0% |
| Participant deferral / active EE | $1,372 | $2,080-34.0% | $4,939-72.2% | $3,224-57.4% |
| Admin fee / account holder | $72 | $116-37.8% | $13,880-99.5% | $110-34.7% |